Jessica Jordan (Sartain)

Jessica Jordan (Sartain) Email and Phone Number

Client Services Director, Marketing Manager at 5T Wealth, LLC @ 5T Wealth, LLC
Jessica Jordan (Sartain)'s Location
Napa, California, United States, United States
About Jessica Jordan (Sartain)

Jessica Jordan (Sartain) is a Client Services Director, Marketing Manager at 5T Wealth, LLC at 5T Wealth, LLC. Colleagues describe her as "Jessica is a forthright professional who completes assigned tasks in an expedient fashion and with high quality results. The service she provides to internal and external clients is commendable as is her pleasant personality. She has been a valued member of our team."

Jessica Jordan (Sartain)'s Current Company Details
5T Wealth, LLC

5T Wealth, Llc

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Client Services Director, Marketing Manager at 5T Wealth, LLC
Jessica Jordan (Sartain) Work Experience Details
  • 5T Wealth, Llc
    Client Services Director, Marketing Manager
    5T Wealth, Llc Feb 2015 - Present
    Napa, Ca
    - Director of Client Services - Marketing Manager- Operations Manager
  • Union Bank
    Administrative Assistant Ii
    Union Bank Apr 2010 - Sep 2014
    - Administrative support to the SVP Region Managers of Marin and Sacramento North Valley Regions- Additional support provided to the Marketing and Sales Team for the Northern California Division- Create and submit weekly reports for Regional Managers: includes Division Campaign results, Loan Pipeline update, invoice processing and expense reimbursements, Special Event updates, Monthly Volunteer Report, and staffing updates.- Coordinator for Bank sponsored events including: Junior Achievement, Mill Valley Film Festival, Marin Human Race, Heart of Marin Awards and the American Heart Association’s Heart Walk & Fundraiser- Volunteer Coordinator; Educate and provide opportunities for employees to participate in community involvement activities such as the Junior Achievement Program, Operation Hope and the Marin Human Race throughout Marin, Sonoma, Solano and Alameda Counties- Project Leader for “VolunteerMatch.com”, a website to track volunteer opportunities and hours contributed, crucial to employee year end reviews- Point person for branch staff to order all branded materials, promotional items and advertising- Customer service and clerical duties as needed
  • Tamalpais Bank
    Administrative Assistant
    Tamalpais Bank Feb 2008 - Apr 2010
    Customer service, including greeting clients, answering phones and screening callsPerform general clerical duties such as data entry, filing, and preparing written correspondenceProvide support for the CEO/President, Market President, HR and Operations Departments Assist Marketing with creatives for branch giveaway items Supply media outlets with bank ads, logos and statements as neededPrepare invoices and manager expense reports

Jessica Jordan (Sartain) Education Details

Frequently Asked Questions about Jessica Jordan (Sartain)

What company does Jessica Jordan (Sartain) work for?

Jessica Jordan (Sartain) works for 5t Wealth, Llc

What is Jessica Jordan (Sartain)'s role at the current company?

Jessica Jordan (Sartain)'s current role is Client Services Director, Marketing Manager at 5T Wealth, LLC.

What schools did Jessica Jordan (Sartain) attend?

Jessica Jordan (Sartain) attended Santa Rosa Junior College.

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